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Mount Yale Investment Advisors’s British American Tobacco BTI Stock Holding History

Mount Yale Investment Advisors’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.7M Sell
59,955
-1,944
-3% -$117K 0.07% 273
2026
Q1 		$3.64M Buy
61,899
+29,469
+91% +$1.74M 0.08% 238
2025
Q4 		$1.86M Buy
32,430
+20,492
+172% +$1.12M 0.09% 203
2025
Q3 		$634K Sell
11,938
-6,953
-37% -$377K 0.04% 366
2025
Q2 		$894K Buy
18,891
+2,176
+13% +$96.4K 0.07% 227
2025
Q1 		$691K Buy
16,715
+258
+2% +$10.1K 0.06% 262
2024
Q4 		$598K Sell
16,457
-2,886
-15% -$104K 0.05% 311
2024
Q3 		$708K Sell
19,343
-1,825
-9% -$65.2K 0.07% 268
2024
Q2 		$655K Sell
21,168
-542
-2% -$16.5K 0.05% 293
2024
Q1 		$662K Buy
21,710
+9,561
+79% +$288K 0.05% 298
2023
Q4 		$356K Sell
12,149
-4,426
-27% -$135K 0.03% 379
2023
Q3 		$521K Buy
16,575
+855
+5% +$28.2K 0.06% 301
2023
Q2 		$522K Buy
15,720
+2,961
+23% +$101K 0.06% 298
2023
Q1 		$448K Sell
12,759
-10,644
-45% -$401K 0.05% 313
2022
Q4 		$936K Sell
23,403
-2,545
-10% -$100K 0.11% 196
2022
Q3 		$921K Buy
25,948
+1,658
+7% +$66.4K 0.12% 179
2022
Q2 		$1.04M Buy
24,290
+5,449
+29% +$234K 0.13% 170
2022
Q1 		$794K Buy
18,841
+3,906
+26% +$166K 0.09% 235
2021
Q4 		$559K Buy
14,935
+1,469
+11% +$52.2K 0.06% 282
2021
Q3 		$475K Buy
+13,466
New +$506K 0.05% 295
2018
Q4 		– Sell
-3,206
Closed -$145K – 376
2018
Q3 		$145K Buy
3,206
+474
+17% +$24.1K 0.03% 339
2018
Q2 		$138K Buy
2,732
+165
+6% +$8.69K 0.03% 369
2018
Q1 		$148K Buy
+2,567
New +$161K 0.03% 338

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mount Yale Investment Advisors's BTI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its British American Tobacco (BTI) stake by 3.1% in Q2 2026, selling an estimated $117K and leaving 59,955 shares worth $3.7M. The position accounts for 0.07% of the portfolio, ranked #273.

Mount Yale Investment Advisors first reported a position in BTI in Q1 2018 and has held it in 23 quarters since. 909 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Mount Yale Investment Advisors held 59,955 shares of British American Tobacco worth $3.7M as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,944 British American Tobacco shares in Q2 2026, an estimated $117K.
  • British American Tobacco made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #273 holding.
  • Mount Yale Investment Advisors first reported a position in British American Tobacco in Q1 2018 and has held it in 23 quarters since.
  • 909 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.